SFP

Sweet Financial Partners Portfolio holdings

AUM $462M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.26M
3
+$1.14M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$831K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$803K

Top Sells

1
+$653K
2
+$602K
3
+$592K
4
UNH icon
UnitedHealth
UNH
+$588K
5
CMCSA icon
Comcast
CMCSA
+$494K

Sector Composition

1 Healthcare 4.13%
2 Industrials 3.71%
3 Technology 3.24%
4 Financials 3.14%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$318K 0.1%
3,773
+13
127
$306K 0.1%
2,575
128
$300K 0.1%
3,980
129
$300K 0.1%
15,000
130
$300K 0.1%
6,974
131
$294K 0.09%
956
-55
132
$291K 0.09%
10,175
+1
133
$289K 0.09%
15,000
134
$287K 0.09%
6,536
-330
135
$285K 0.09%
7,600
136
$281K 0.09%
6,840
137
$275K 0.09%
850
138
$267K 0.09%
4,793
139
$262K 0.08%
3,825
140
$261K 0.08%
1,000
141
$261K 0.08%
22,950
142
$255K 0.08%
3,829
143
$254K 0.08%
+2,500
144
$254K 0.08%
1,250
145
$245K 0.08%
3,606
+333
146
$236K 0.08%
6,000
147
$233K 0.07%
2,530
148
$233K 0.07%
8,912
149
$228K 0.07%
5,050
150
$227K 0.07%
+1,960
4 5
6
7 8